Tech Plan
Shiker’s ‘Tech Plan’ service is a consulting engagement focused on reviewing current business processes, tools, data & people and analyzing them against best practices, and creating a roadmap for improvement.
Tech Plan Dimensions
Shiker’s Tech Plan service delivers a detailed, tailored program that enables the company to scale effectively without compromising efficiency.
Process
Engage, understand the end-to-end business processes, measure against strategy
Data
Analyse data in the source systems and reports against typical SaaS KPIs
People
Review structure, interview people and review skill sets against requirements
Systems
Understand tools landscape, and system integration
Tech Plan Approach
Analysis
Detailed analysis and comparison compared to SaaS best practice
Socialisation
Ensure key stakeholders are part of the analysis and recommendation journey
To-be-design
To-be process and system designed
Gantt Output
Clear program plan of implementation with budgets, timelines and vendor recommendations
Typical Timelines
Example based on Package X above.
Week 1
Set up: Understand company strategy and business plan; identify core project and extended team
Week 2
Intro workshop with team; deep-dive interviews with Execs
Week 3/4
Day in the life of …analysis of current end to end processes and tools
Week 5
Conceive target operating model; Workshop 1 with Exec/core team to align on vision
Week 6
Design journey on how to get to the end state vision
Week 7
Develop plan and roadmap for improvements
Week 8
Workshop 2: Finalise plan; align with Exec group on sponsor and group ownership
Week 9/10
Final report for Board consideration plus buffer
Charges
£25-40K
depending on the scope of analysis required
Find Out More
A substantial number of large and small organisations still operate as segmented departments resulting in redundant data entries and overlapping processes.
Efficiencies and effectiveness of outputs are hampered leading to lost opportunities in revenue, profit and customer success.
At Shiker we break silos across your lead to cash processes, guide you through a structured yet concise approach to formulate a clear and comprehensive plan of action encompassing the integration of technology, optimisation of processes, alignment of personnel and data ensuring a holistic improvement in your end to end operations.
TECH PLAN
Efficiency improvement – our approach
We take a end to end process approach – Lead to Contract, Contract to Cash and Contract to Fulfilment
Most B2B companies operate in similar ways and face common challenges, particularly in the lead-to-contract, contract-to-fulfillment, and contract-to-cash areas. Many struggle to unify their tech architecture and extract end-to-end value from their systems especially as they acquire and scale
Product Roadmap and Market alignment approach
Our approach focuses on close co-operation between Product, R&D, Customer Success and Marketing
In R&D, Product, and Customer Success, it is essential to establish a professional, objective approach to product management, customer feedback, and release management
Case Study
Overview:
The example below is from a growing SaaS company. We broke down the current end to end process (e.g. below) Lead to Contract process into it’s component parts, and then compare the processes & tooling for each area to industry best practice. We reviewed the Quote to Contract, Contract to Cash and Contract to Fulfillment areas and drew out a program plan for improvement, implementation and alignment of tools
Working
30 Working Days
Elapsed Time
10 Weeks
Team Members
3 part-time
Net Result
Board approval for implementation of ERP and Customer Success software